Our Team

Diane Gray, CFP®, CEA

Branch Manager

Diane has been the primary financial resource person in her client's lives for the last 28 years. Working in conjunction with accounting and legal professionals, she prepares detailed financial plans preparing the road map for their financial futures. Working in either fee based or commission based payment allows every client to find their level of comfort and trust in their relationship with Diane.

She has no ties to any investment or insurance company; therefore she is free to make her clients’ needs her first priority. Diane has a proven investment philosophy based on preservation of capital. She believes clients’ portfolios should match their risk tolerance, not the advisor's.